Oracle's AI Data-Center Overbuild Could Break the Company

Enterprises are struggling with AI for reasons that have less to do with the models and more to do with the way large companies operate. Many organizations rushed into AI because of hype, not because ...

25 Maj 14min

This commentary argues that Google Cloud's "agentic enterprise" partner push is less an open ecosystem strategy than a carefully structured channel motion designed to increase platform dependency. Goo...

21 Maj 13min

If you are struggling to land a cloud computing job in 2026, this video breaks down the ugly truth nobody wants to say out loud. The market is not just competitive, it is distorted. Too many job seeke...

18 Maj 11min

This video breaks down a troubling dynamic in the server market: the biggest cloud providers may be helping drive the DRAM shortage and then benefiting when enterprises are forced to react. According ...

14 Maj 11min

AI consulting is being sold as the next great enterprise revolution, but too much of the market looks more like a land grab than real transformation. In this video, I break down why so many consulting...

11 Maj 12min

This session explores why digital transformation efforts often stall even after major cloud investments. The core issue is that infrastructure can be modernized faster than culture, governance, and wo...

7 Maj 34min

Public cloud reliability sucks, and the industry has spent years pretending otherwise. The sales pitch is always the same: better uptime, better resilience, less operational pain. But when public clou...

4 Maj 10min

In this video, I break down what I call the Great Agentic Distraction: the growing tendency of cloud providers to pour talent, capital, and roadmap attention into agentic AI while slowing improvement ...

30 Apr 10min